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Boston Mountain Money Management’s Microsoft MSFT Stock Holding History

Boston Mountain Money Management’s Portfolio MSFT Stock Details MSFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$821K Sell
1,907
-60
-3% -$25.6K 0.48% 23
2024
Q2 		$879K Hold
1,967
– – 0.58% 23
2024
Q1 		$827K Buy
+1,967
New +$796K 0.57% 23

Other funds holding MSFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Boston Mountain Money Management's MSFT Position: Q3 2024 in Review

Boston Mountain Money Management reduced its Microsoft (MSFT) stake by 3.1% in Q3 2024, selling an estimated $25.6K and leaving 1,907 shares worth $821K. The position accounts for 0.48% of the portfolio, ranked #23.

Boston Mountain Money Management first reported a position in MSFT in Q1 2024 and has held it in 3 quarters since. The position peaked at $879K in Q2 2024. 5,284 funds tracked by Wall St. Rank hold MSFT as of Q3 2024.

  • Boston Mountain Money Management held 1,907 shares of Microsoft worth $821K as of Q3 2024.
  • Boston Mountain Money Management sold 60 Microsoft shares in Q3 2024, an estimated $25.6K.
  • Microsoft made up 0.48% of Boston Mountain Money Management's portfolio in Q3 2024, its #23 holding.
  • Boston Mountain Money Management first reported a position in Microsoft in Q1 2024 and has held it in 3 quarters since.
  • Boston Mountain Money Management's Microsoft position peaked at $879K in Q2 2024.
  • 5,284 funds tracked by Wall St. Rank held Microsoft as of Q3 2024.

Based on Boston Mountain Money Management's 13F filing for Q3 2024, filed 11 Oct 2024.